On this page:
Changing your compliance provider
The provider dropdown is hidden while a provider is already connected. If you're on Automatic and want to switch to Manual (or vice versa), you won't see a dropdown at all — only options like "Enable CRV Tax" and Disconnect.
Click Disconnect first. The dropdown then appears and you can select the provider you want and click Connect.
The instructions below that say "select from the dropdown menu" assume you're either setting up for the first time or have already disconnected.
Connect Automatic Compliance
By connecting to automatic compliance, you understand that you must follow all local, state and federal laws.
From your Corksy admin portal, go to Settings → Shipping & Tax Compliance
Select Automatic from the dropdown menu → Check "Enable CRV Tax" to apply CRV tax for customers in California
Select Connect
IMPORTANT : For automatic compliance, we utilize Avatax by Avalara. There is no ability to modify unique tax rates by district, city, county or state when utilizing our automated tax system. If you have special tax obligations, we recommend creating an account with Avalara or SOVOS/ShipCompliant so you can have full control of your tax obligations by state.
Seeing tax for the wrong state on an order? Under Automatic compliance, tax is calculated by Avatax and can't be edited inside Corksy. If a rate looks wrong, contact support with the order number rather than changing your settings — switching to Manual to work around a single order means taking on responsibility for every state and product type (see the warning below).
Connect Manual compliance
By selecting Manual Compliance, you acknowledge that you are responsible for defining and maintaining accurate tax rates in accordance with all applicable local, state, federal, and international laws.
Manual compliance allows businesses to self-define tax percentages by product type, location, and shipping parameters, providing full control over how tax is calculated within Corksy.
From your Corksy admin portal, go to Settings → Shipping & Tax Compliance
If a provider is currently connected, select Disconnect so the dropdown becomes available
Select Manual from the dropdown menu → Check "Enable CRV Tax" to apply CRV tax for customers in California
Select Connect
⚠️ IMPORTANT: Complete Tax Configuration Required
When using Manual Compliance, you must configure tax rates for:
All States you ship to
All Product Types
All POS Locations (for Pickup)
If a tax percentage is not configured for a specific State × Product Type (shipping) or Location × Product Type (pickup), the system will calculate 0% tax for that scenario.
Corksy does not automatically fill in missing tax rates under Manual Compliance.
It is your responsibility to ensure:
Every shipping state has tax set across all applicable product types
Every POS location has tax set across all applicable product types
Shipping rate tax % is configured where required
Failure to fully configure Manual Tax may result in under-collection of tax.
Connect Avalara account
From your Corksy admin portal, go to Settings → Shipping & Tax Compliance
Select Avalara from the dropdown menu → fill out the required information:
Account / Username
Key / Password
Company
Check "Enable CRV Tax" to apply CRV tax for customers in California
Select Save
Connect SOVOS Ship Compliant account
Log in to your Sovos account through the link provided: https://portal.shipcompliant.com/
Navigate to Settings → Users
Select Add User → Enter required information:
First Name
Last Name
Email Address
Password
Set Role Type to "Web Service User".
From your Corksy admin portal, go to Settings → Shipping & Tax Compliance
Select SOVOS from the dropdown menu
Enter the Login Name (Email) and Password of the created Web Service User.
Check "Enable CRV Tax" to apply CRV tax for customers in California
Select Save